Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MCLEAN ASSET MANAGEMENT CORP | 04-10-2024 | 03-31-2024 | 153 | 291,972,859 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US EQUITY ETF | 1 | $38,681,039 | 684,257 | 0.01 | 0.01 | -10,410 | -1.50 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 2 | $29,188,349 | 721,056 | 0.01 | 0.01 | -20,399 | -2.75 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 3 | $17,526,256 | 286,096 | 0.01 | 0.01 | -4,936 | -1.70 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 4 | $15,569,736 | 418,316 | 0.01 | 0.01 | -5,396 | -1.27 | 03-31-2024 |
